Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IPSWICH INVESTMENT MANAGEMENT CO INC | COM STK | 1851 | $589,208 | 10,750 | 0.00 | 0.00 | -410 | -3.67 | 03-31-2024 |
AMERICAN NATIONAL REGISTERED INVESTMENT ADVISOR INC | COM | 1852 | $443,000 | 10,732 | 0.16 | 0.11 | -350 | -3.16 | 03-31-2022 |
WELLINGTON SHIELDS & CO LLC | Stock | 1853 | $586,467 | 10,700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 1854 | $605,556 | 10,674 | 0.00 | 0.00 | 4,104 | 62.47 | 03-31-2024 |